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DISTRICT 

Monthly Unit Report

Unit Remittance Form 

District Calendar

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AWARD

Honorary Service Award Order Form for Honorary Service, Continuing Service, Golden Oak, Very Special Person
Honorary Service Award Nomination Form
In Memoriam or Tribute Donation

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FINANCE

Annual Financial Report
Audit Checklist (Fillable)
Audit Checklist (Regular)
Audit Report (Fillable)
Audit Report (Regular)
Authorization to Purchase on the Internet
Authorization to Transfer Funds Between Accounts
Authorization for Electronic Transfer for Attorney General (RRF-1) Only
Authorization for Payment Via EFT/Bank Bill Pay Services
Budget (Sample)
Cash Verification
Check and Checkbook Register
Committee Report
Donation Receipt
Facilities Use Permit Addendum
Fiduciary Agreement
Financial Secretary’s Report
Hold Harmless Agreement
Ledger (Sample)
Payment Authorization/Request for Reimbursement
Request for Advance/Payment Authorization
Treasurer’s Report (Sample)
Unit Remittance Form
Workers’ Compensation Annual Payroll Report Form (New form coming soon)

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RUNNING YOUR PTA

Annual Historian Report – PTA Unit
Annual Historian Report – PTA Unit (Fillable)
Annual Historian Report – PTA Council
Annual Historian Report – PTA District
Application for Youth Group Sponsorship or Renewal
Bylaws Submittal Form for Units and Councils (Fillable)
Conflict/Whistleblower Form
Event/Program Planning
…Evaluation
…Event Planning Worksheet
…Final Action Plan
…Needs Assessment Worksheet
…Service Provider/Speakers/Program Participants Check List
Facsimile Consent Form
Photography Release
Volunteer Tally Sheet

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